Latest Institutional Transactions on Walt Disney CO (DIS)
This table provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
475New |
$43.9K - $55.9K
|
475
$51.6K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.46% |
$1.48K - $1.88K
|
3.47K
$377K
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-609- 7.78% |
$56.3K - $71.6K
|
7.21K
$784K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
384+ 16.28% |
$35.5K - $45.2K
|
2.74K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-142- 2.88% |
$13.1K - $16.7K
|
4.8K
$521K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.69K+ 13.59% |
$341K - $434K
|
30.8K
$3.35M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
79+ 2.97% |
$7.3K - $9.29K
|
2.74K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.36K- 18.38% |
$126K - $160K
|
6.04K
$657K
|
|
Feb 13, 2025
Q4 2024
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-301K- 2.51% |
$27.8M - $35.4M
|
11.7M
$1.27B
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-699- 2.16% |
$64.6K - $82.2K
|
31.6K
$3.43M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-104- 0.16% |
$9.61K - $12.2K
|
63.3K
$6.88M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 2.38% |
$1.11K - $1.41K
|
516
$56.1K
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.86K+ 16.91% |
$171K - $218K
|
12.8K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
251+ 0.46% |
$23.2K - $29.5K
|
54.8K
$5.96M
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
42.8KNew |
$3.96M - $5.03M
|
42.8K
$4.65M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.6K+ 190.01% |
$2.08M - $2.65M
|
34.4K
$3.74M
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
8.5K+ 121.43% |
$785K - $1M
|
15.5K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-345- 2.64% |
$31.9K - $40.6K
|
12.7K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-10.5K- 10.51% |
$967K - $1.23M
|
89.1K
$9.69M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.64% |
$3.14K - $4K
|
5.34K
$580K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-175- 28.09% |
$16.2K - $20.6K
|
448
$48.7K
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.97KNew |
$551K - $702K
|
5.97K
$649K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
240+ 1.18% |
$22.2K - $28.2K
|
20.6K
$2.24M
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.12K- 12.84% |
$104K - $132K
|
7.61K
$827K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.26M- 43.63% |
$301M - $384M
|
4.22M
$458M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-555K- 47.45% |
$51.3M - $65.3M
|
615K
$66.8M
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-620- 1.93% |
$57.3K - $72.9K
|
31.4K
$3.42M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
250+ 3.94% |
$23.1K - $29.4K
|
6.6K
$717K
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-300- 9.15% |
$27.7K - $35.3K
|
2.98K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-172K- 57.23% |
$15.9M - $20.2M
|
129K
$14M
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-71- 0.59% |
$6.56K - $8.35K
|
11.9K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.34K- 26.11% |
$124K - $158K
|
3.8K
$413K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
612+ 11.25% |
$56.5K - $72K
|
6.05K
$658K
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-640- 5.51% |
$59.1K - $75.3K
|
11K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2K+ 6.87% |
$1.22M - $1.56M
|
206K
$22.4M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.63K- 3.52% |
$150K - $191K
|
44.5K
$4.84M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01K- 4.3% |
$93.3K - $119K
|
22.5K
$2.44M
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-1.8K- 18.74% |
$166K - $212K
|
7.8K
$848K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.84KNew |
$170K - $217K
|
1.84K
$200K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.06K- 4.83% |
$190K - $242K
|
40.6K
$4.41M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
19+ 12.18% |
$1.76K - $2.23K
|
175
$19K
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-237- 8.24% |
$21.9K - $27.9K
|
2.64K
$287K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.27K- 5.44% |
$394K - $502K
|
74.1K
$8.06M
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.66K- 1.74% |
$246K - $313K
|
151K
$16.4M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.29K+ 1.06% |
$397K - $505K
|
408K
$44.4M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-725- 3.68% |
$67K - $85.3K
|
19K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 9.34% |
$98.8K - $126K
|
12.5K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.05K+ 56.15% |
$374K - $476K
|
11.3K
$1.22M
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.67K+ 1.09% |
$247K - $314K
|
248K
$27M
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-574- 2.54% |
$53K - $67.5K
|
22K
$2.39M
|